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Data / Investment advisers / Virginia / Alexandria

Investment advisers in Alexandria, VA: 23 firms, $25.4 billion in AUM

23 investment advisers have their main office in Alexandria, Virginia: 18 SEC registered and 5 exempt reporting. The registered advisers report $25.4 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Columbia Capital with $13.8 billion.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 23Advisers
  • 18SEC registered
  • 5Exempt reporting
  • $25.4 billionTotal AUM
  • 16Advisers over $100 million
  • 9Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Columbia CapitalAlexandria$13.84 billion315430(703) 519-2000colcap.comadviserinfo.sec.gov
Motley Fool Asset ManagementAlexandria$2.60 billion614Not listed(703) 302-1100adviserinfo.sec.gov
Oxford Finance Advisors, LLCAlexandria$2.41 billion4844(703) 519-4900adviserinfo.sec.gov
The Edgar Lomax CompanyAlexandria$1.42 billion368Not listed(703) 719-0026edgarlomax.comadviserinfo.sec.gov
DC Capital Partners Management, L.P.Alexandria$1.40 billion4184(202) 737-5220dccp.comadviserinfo.sec.gov
Avenir CorporationAlexandria$849.3 million4466Not listed(202) 659-4427avenircorp.comadviserinfo.sec.gov
Monument Wealth ManagementAlexandria$648.4 million96911Not listed(703) 504-9600adviserinfo.sec.gov
McLaughlin Ryder Investments, Inc.Alexandria$522.1 million7853Not listed(703) 684-9222mclaughlinryder.comadviserinfo.sec.gov
Westbourne Investments, Inc.Alexandria$276.4 million3937Not listed(703) 294-6880westbourneinv.comadviserinfo.sec.gov
Retirement Planology, Inc.Alexandria$265.9 million633Not listed(703) 595-2829retirementplanology.comadviserinfo.sec.gov
Rockbridge Asset Management, LLCAlexandria$218 million6342(571) 982-5398rockbridgecap.comadviserinfo.sec.gov
McGinn Penninger Investment Management Inc.Alexandria$204.4 million3325Not listed(703) 548-2555mcginninpenninger.comadviserinfo.sec.gov
8th Street Investments, LLCAlexandria$166.9 million2063Not listed(703) 519-09628thstreetllc.comadviserinfo.sec.gov
Piedmont Wealth ManagementAlexandria$156.1 million5414Not listed(703) 518-8361piedmontwm.comadviserinfo.sec.gov
Portfolio Advisory Group, Inc.Alexandria$115.8 million1802Not listed(703) 461-9193adviserinfo.sec.gov
First Georgetown Securities, IncAlexandria$115.7 million1234Not listed(703) 519-7700firstgeorgetown.comadviserinfo.sec.gov
Evolutionary Tree Capital Management, LLCAlexandria$91.7 million775Not listed(703) 544-2300evolutionarytree.comadviserinfo.sec.gov
Union Street Partners LLCAlexandria$86.3 million12Not listed(703) 684-9222adviserinfo.sec.gov
Qed Investors, LLCAlexandriaNot listedNot listedNot listed34(703) 862-3296qedinvestors.comadviserinfo.sec.gov
Motley Fool VenturesAlexandriaNot listedNot listedNot listed2(703) 838-3665foolventures.comadviserinfo.sec.gov
MJL Capital LLCAlexandriaNot listedNot listedNot listed1(410) 800-7188mjl.capitaladviserinfo.sec.gov
Ultratech Capital PartnersAlexandriaNot listedNot listedNot listed1(703) 705-4900ultratech.capitaladviserinfo.sec.gov
Vallecito Capital LLCAlexandriaNot listedNot listedNot listed1(703) 520-5381vallecitocapital.comadviserinfo.sec.gov

Advisers in Alexandria that manage private funds

9 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Qed Investors, LLCAlexandriaVA34Not listedNot listed34Not listed$3.30 billionNot listedadviserinfo.sec.gov
Columbia CapitalAlexandriaVA30Not listed1245$13.82 billion$13.84 billionadviserinfo.sec.gov
Oxford Finance Advisors, LLCAlexandriaVA43Not listedNot listedNot listed$2.63 billion$2.41 billionadviserinfo.sec.gov
DC Capital Partners Management, L.P.AlexandriaVA4Not listed4Not listedNot listed$1.20 billion$1.40 billionadviserinfo.sec.gov
Rockbridge Asset Management, LLCAlexandriaVA22Not listedNot listedNot listed$51.7 million$218 millionadviserinfo.sec.gov
Motley Fool VenturesAlexandriaVA2Not listedNot listed2Not listed$307.1 millionNot listedadviserinfo.sec.gov
MJL Capital LLCAlexandriaVA11Not listedNot listedNot listed$5.3 millionNot listedadviserinfo.sec.gov
Ultratech Capital PartnersAlexandriaVA1Not listedNot listed1Not listed$23.2 millionNot listedadviserinfo.sec.gov
Vallecito Capital LLCAlexandriaVA1Not listedNot listedNot listedNot listed$14 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Alexandria

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
First Georgetown Securities, IncAlexandriaVAAugust 5, 2026$115.7 millionfirstgeorgetown.comadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.